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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,600 | $94,529+104.8% | $140,019+38.3% | $64,173+201.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.12% | 7.77%-11.9pp | 651.17%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,459 | $3,812-9.3% | $5,605-38.3% | $2,381+45.3% |
| Participant deferral / active EE | $6,307 | $5,250+20.1% | $6,927-8.9% | $3,470+81.8% |
| Admin fee / account holder | $41,664 | $6,741+518.1% | $10,705+289.2% | $4,887+752.5% |